Position Name - Relationship Manager

Location - Agra / Guwahati / Ranchi / Patna / Dehradun / Ludhiana / Amritsar

Experience Range - 5 - 10 yrs

Mandatory Requirement:

- Extensive experience in building and maintaining relationships with HNI / UHNI clients.

- Must have the exposure to maintain some Alternative Investment Funds (AIF)

- Must have hands-on experience in Portfolio Management Services (PMS)

About the client:

- Our client is a private wealth management company and is the first Wealth Management firm catering to the mass affluent and HNIs in the Wealth-Tech Space, offering a comprehensive bouquet of products & services. They aim to help their investors achieve their financial goals with their robust technology platform augmented by their experienced wealth managers and domain experts.

- Our client is India's leading digital wealth management platform funded by Naspers Via PayU, QUONA capital, and SAAMA. They provide solutions across mutual funds, stocks, derivatives, NPS, insurance, and tax filing. It works on two models DIY model via APP and an Assisted Model

Job Roles and Responsibilities:

- Develop and maintain relationships with existing and prospective clients.

- Achieve sales target by cross-selling & upselling the prospective streams for revenue growth.

- Provide investment advice and portfolio management services

- Monitor market conditions and make recommendations to clients

- Research new investment opportunities

- Administer client accounts.

- Stay up to date on the latest financial news and trends.

Qualification and Experience:

- Bachelor's degree in finance, business, or a related field

- 5+ years of experience in the financial services industry

- Strong understanding of the financial markets

- Excellent communication and interpersonal skills

- Ability to work independently and as part of a team.

- Proficiency in Microsoft Office Suit

Other Details:

- Hybrid Work Culture

- Lucrative Incentive Plans

- Client base from Bank Channel

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